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Salesforce App builder certification
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  • Posted inin Salesforce Certifications

Salesforce Platform App Builder Certification Overview

  • Emily Call
  • Posted byby Emily Call
  • October 11, 2023
The Salesforce Platform App Builder Certification is a credential that demonstrates an individual’s expertise in designing, building, and customizing applications on the Salesforce platform. Whether you are an aspiring Salesforce...
Report formulas
Categories
  • Posted inin Salesforce Admin
  • Salesforce Reporting

Report Formulas in Salesforce

  • Emily Call
  • Posted byby Emily Call
  • October 10, 2023
Salesforce reports allow users to analyze data, gain insights, and make informed decisions. While standard reports provide valuable information out-of-the-box, there are times when you need to perform more complex...
google analytics 4 salesforce site
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  • Posted inin Common Errors
  • Salesforce Admin

Add Google Analytics 4 to your Salesforce Experience Site

  • Emily Call
  • Posted byby Emily Call
  • August 22, 2023
Adding Google Analytics to your salesforce experience site can be a really power tool to gather insight into your company’s health. This helps to show the details about how many...
custom notification salesforce surveys
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  • Posted inin Common Errors
  • Salesforce Admin

Send Custom Notification Using Salesforce Surveys

  • Emily Call
  • Posted byby Emily Call
  • August 22, 2023
Sending a custom notification using salesforce surveys is a great tool to have in your pocket! It can help you notify your salesforce users of important updates to their customers...
update record salesforce surveys
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  • Posted inin Common Errors
  • Salesforce Admin

Update a Record Using Salesforce Surveys

  • Emily Call
  • Posted byby Emily Call
  • August 22, 2023
Using Salesforce surveys to update your records is a really powerful tool! This can be a crucial piece in making your data quality the best it can be! Some use...
salesforce surveys
Categories
  • Posted inin Common Errors
  • Salesforce Admin

Create a New Record with a Salesforce Survey

  • Emily Call
  • Posted byby Emily Call
  • August 22, 2023
Creating a new record with a salesforce survey is a really great tool to have in your pocket! Use cases could include creating a new lead from a survey or...
salesforce survey merge fields
Categories
  • Posted inin Common Errors
  • Salesforce Admin

Merge Fields in Salesforce Surveys

  • Emily Call
  • Posted byby Emily Call
  • August 18, 2023
Merge fields in salesforce surveys are an incredibly powerful tool! These are fantastic to add personalization to your surveys when gathering feedback. This feedback is incredibly important and using merge...
salesforce survey data mapping
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  • Posted inin Common Errors
  • Salesforce Admin

Create a Data Mapping in Salesforce Surveys

  • Emily Call
  • Posted byby Emily Call
  • August 18, 2023
Data Mapping in Salesforce Surveys is a really powerful tool when collecting data from your customers. It can help your data in incredible ways! The main point when it comes...
matrix question survey
Categories
  • Posted inin Common Errors
  • Salesforce Admin

Add a Matrix Question to Your Salesforce Survey

  • Emily Call
  • Posted byby Emily Call
  • August 14, 2023
Matrix questions are an incredibly powerful tool to add to your salesforce survey! This tool allows you to add multiple questions in a disagree-to-agree scale to gain a lot of...
export a salesforce report
Categories
  • Posted inin Salesforce Admin
  • Salesforce Essentials

Exporting a Report in Salesforce

  • Emily Call
  • Posted byby Emily Call
  • August 13, 2023
In the fast-paced world of business, the ability to transform raw data into actionable insights is invaluable. Salesforce, a leading customer relationship management (CRM) platform, not only empowers organizations to...

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